Dawn Bembenek
Client Relationship Manager
OUR TEAM
Dawn Bembenek
CLIENT RELATIONSHIP MANAGER
About Dawn:
Dawn Bembenek resided in Franklin, WI for a number of years with her family before moving to Clear Lake, WI in 2015. Dawn has been in the financial industry for over 25 years and holds her Series 7 and 63 licenses. Throughout her career, Dawn has always felt that the most rewarding part of her day is talking and helping clients with their everyday needs.
Dawn and her husband live in Clear Lake with their two children who are currently attending UW-River Falls and UW-Stout. In her spare time, she enjoys spending time with her family, being outdoors, scrapbooking and participating in local events.
Aaron Brandt
401K and Group Benefits
OUR TEAM
Aaron Brandt
401K and group benefits
ABOUT AARON:
Aaron is responsible for managing client relationships, and company strategy. Aaron received two Bachelor of Science Degrees in Accounting and Finance from the University of Wisconsin-River Falls. He also maintains his Series 6,7, and 63, through LPL Financial and the Series 65 held through Great Valley Advisor Group.
Aaron and his wife, Adrianna, live in Maple Grove, MN. They have a son, Lincoln. They enjoy traveling, breweries, and spending time with family back on each other’s family farms in Southwest Minnesota.
Dave Hawley
Client Service Associate
OUR TEAM
Dave Hawley
CLIENT SERVICE ASSOCIATE
About Dave:
Dave is located in our Hudson office and is responsible for supporting the operations team and strengthening our capacity for client experience. He graduated from the University of Minnesota - Twin Cities at the Carlson School of Management with a Bachelor of Science in Business while majoring in finance. Dave maintains his Series 65 through LPL Financial.
Dave loves to travel, having visited 49 states with his family. He spends time serving his community at church, and he enjoys spending time with friends and family. In his free time he likes to golf, lift weights, play board games and spend time outdoors staying active.
Josie Johnson
Client Service Associate
OUR TEAM
Josie Johnson
CLIENT SERVICE ASSOCIATE
ABOUT JOSIE:
Josie is responsible for assisting with client communications, operations and marketing. Her face will be the first you see when you come into the office and she will be ready to help with whatever is needed. She is a UW-River Falls graduate where she received a Bachelor's of Marketing Communications and Communication Studies.
Josie loves to travel and during her semester abroad, she visited 11 countries in Europe. She was also a Captain for the UW-River Falls Women's Lacrosse team, and was the head Women's Lacrosse Coach at the University of Northwestern St. Paul. In her free time, Josie enjoys photography, watching movies, and spending time at the lake with friends and family.
Justin Larson, CFA®
Vice President of Investments
OUR TEAM
Justin Larson, CFA®
VICE PRESIDENT OF INVESTMENTS
ABOUT JUSTIN:
Justin is responsible for maintaining, implementing, and monitoring Innovative Planning Group’s investment strategy. Justin is a CFA® charter holder, an active member of the CFA Society of Minnesota where he serves on the Membership Committee and holds degrees in Finance & Accounting from the University of Wisconsin-Eau Claire. Prior to joining IPG, Justin worked as an investment analyst, financial analyst, and accounting analyst at various companies and LPL Financial. Justin maintains his Series 6, 7, 63, and 66 licenses held through LPL Financial.
Justin and his wife, Kylie, live in Corcoran, MN. They have a son, Rowan, and a golden retriever named Piper. In his spare time, Justin enjoys relaxing with family, going out to eat, golfing, and watching sports. He regularly listens to finance and economic podcasts and enjoys reading nonfiction.
Steven McKenna
CPA
OUR TEAM
Steven McKenna
CPA
About Steven:
Steven is a Certified Public Accountant and Principal of IPG Tax & Consulting Services. Steven received his bachelor's degree in Economics with a minor in Finance, and his Master of Accountancy from Carlson School of Management. Steven is excited to be part of the Innovative Planning Group team and to help our clients with tax preparation and consulting services.
Steven and his family have lived in Woodbury for over 20 years. He enjoys traveling, golfing, fishing, and spending time with family and friends.
Jacob Ring
Investment Operations
OUR TEAM
Jacob Ring
INVESTMENT OPERATIONS
ABOUT JACOB:
Jacob is a member of the investment team at Innovative Planning Group, where he manages all trading activities and ensures portfolios are aligned with the firm's proprietary model structures. He graduated from the University of Minnesota-Duluth with a double major in Finance and Financial Markets. During his time there, Jacob participated in the CFA Global Research Challenge and co-managed the healthcare sector of the Bulldog Fund, a $4 million student-managed investment fund. Prior to joining IPG, Jacob gained experience on the sell-side conducting small- and micro-cap stock research. He has also held roles in wealth management and accounting.
Jacob resides in Stillwater, MN, and enjoys CrossFit, golfing, fishing, listening to podcasts, exploring local breweries, and spending time with family at the cabin.
Nolan Schoonveld
Director of Operations
OUR TEAM
Nolan Schoonveld
DIRECTOR OF OPERATIONS
About Nolan:
Nolan is responsible for helping manage client communications, marketing, technology initiatives, and onboarding new clients. He is a graduate of Hamline University with a Bachelor’s of Business Administration in Finance.
Nolan enjoys spending time with two different organizations, Special Olympics Minnesota and Hamline University where he serves on the Young Professionals Board of Directors as well as Hamline's Piper Athletic Association. Nolan is in charge of the Blue Ocean Invitational, a golf tournament Benefiting Special Olympics Minnesota Athletes. If he isn’t helping with something related to baseball or golf, you can find him at his lake house and spending time with family and friends.
Trevor Wasbotten, WMCP®
Director of Financial Planning
OUR TEAM
Trevor Wasbotten, WMCP®
Director of Financial Planning
ABOUT TREVOR:
Trevor is responsible for assisting in the preparation of various client meeting topics, as well as implementing trading activities in accordance with the overall investment strategy. He graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration, while majoring in Finance and Management. Trevor also maintains his Series 7, 66, and SIE through LPL Financial.
Trevor lives in Hudson, WI. He enjoys being outdoors and spending time with his friends and family. Some of his favorite activities include kayaking, exploring the state park, and boating trips on the St. Croix River.
Nick Swanson
Medicare & Employee Benefits Specialist
OUR TEAM
Nick Swanson
MEDICARE & EMPLOYEE BENEFITS EXPERT
About Nick:
Nick has a passion for connecting with people, and started Ezra Insurance Group with a mission to simplify the process of finding health insurance coverage for his clients.
Nick has a unique background, allowing him to serve as a resource for clients for all of their Health Care needs. Nick first received his health insurance license in 2007 and has served in several Leadership roles across health care including: a fellowship at the Mayo Clinic, Clinical Operations Leadership at Allina Health and Summit Orthopedics, Broker & Client Relationship Manager at one of the top 3 brokerages in the world and leading a pharmacy start-up in New York.
Nick currently lives in Prescott, WI with his wife Rachel and their two kids Liv & Leo on their family farm. Nick loves spending time with his family, including their chocolate lab Lucy, and everything outdoors - hunting, fishing and camping. Nick also enjoys travel, and recently spent two weeks in Alaska on a 100-mile float trip through the Arctic Circle.
